There was an issue with saving this content. Please try again.
There was an issue with removing this item from your saved content. Please try again.
Effective Credit Limit Management in NetSuite
Unmanaged credit limit can result in huge loss for any business. With this tutorial to learn how to configure customer credit limit and preferences in NetSuite!
About this course
| promoImage |
 |
| description |
| lessonOverview |
Credit Managers are barraged by requests and ad-hoc tasks every day. Some are more important than others!
One such crucial task is proactively deciding and managing the credit limits of your customers. You often come across scenarios where a customer exceeds the pre-set limit and you need to put the order on hold until they clear their past dues. Or even update the credit limit and credit preferences for a customer to allow more sales. However, all these tasks could be super complex and time-consuming.
With Oracle NetSuite's credit management tool you could do it in just a few clicks. Watch this tutorial to learn about-
1. Basics of credit limit management
2. How to add or update customer credit limit in Oracle Netsuite
3. How to set up credit limit preferences including order holds and release
|
| transcript |
Coming Soon
|
| resources |
Coming Soon |
| discuss |
Coming Soon |
|
| instructor |
| name |
title |
image |
description |
| Amanda Soto |
Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana |
 |
Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. |
|
| recommendation |
| image |
tag |
title |
description |
link |
duration |
.png) |
KPIs and Reporting |
Customizing Aging Reports in Microsoft Dynamics D365 |
This training will help you build Microsoft D365 aging period to help you seamlessly in setting up a customer aging process & invoicing. |
https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course |
30 min |
 |
KPIs and Reporting |
NetSuite DSO Reports and Tracking Collector's Productivity |
Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. |
https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course |
20 Min |
 |
Collection Emails and Letters |
NetSuite Collections Follow-Ups and Dispute Resolution Methods |
Tutorial to recover past dues and invalid deductions. |
https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course |
30 Min |
|
About this course
| promoImage |
|
| description |
| lessonOverview |
Credit Managers are barraged by requests and ad-hoc tasks every day. Some are more important than others!
One such crucial task is proactively deciding and managing the credit limits of your customers. You often come across scenarios where a customer exceeds the pre-set limit and you need to put the order on hold until they clear their past dues. Or even update the credit limit and credit preferences for a customer to allow more sales. However, all these tasks could be super complex and time-consuming.
With Oracle NetSuite's credit management tool you could do it in just a few clicks. Watch this tutorial to learn about-
1. Basics of credit limit management
2. How to add or update customer credit limit in Oracle Netsuite
3. How to set up credit limit preferences including order holds and release
|
| transcript |
Coming Soon
|
| resources |
Coming Soon |
| discuss |
Coming Soon |
|
| instructor |
| name |
title |
image |
description |
| Amanda Soto |
Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana |
|
Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. |
|
| recommendation |
| image |
tag |
title |
description |
link |
duration |
|
KPIs and Reporting |
Customizing Aging Reports in Microsoft Dynamics D365 |
This training will help you build Microsoft D365 aging period to help you seamlessly in setting up a customer aging process & invoicing. |
https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course |
30 min |
|
KPIs and Reporting |
NetSuite DSO Reports and Tracking Collector's Productivity |
Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. |
https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course |
20 Min |
|
Collection Emails and Letters |
NetSuite Collections Follow-Ups and Dispute Resolution Methods |
Tutorial to recover past dues and invalid deductions. |
https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course |
30 Min |
|
